Institutional Ownership Rockwell Automation, Inc (ROK)
This table provides information about the institutional ownership of Rockwell Automation, Inc (ROK). We have compiled data on the 1,475 institutions that hold shares in the stock, with a total of 92.6 Million shares, which have been reported (via 13F filing form) to have a value of $34.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
1,675
shares
|
$631,692
0.09% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
1,674
shares
|
$631,315
0.04% of portfolio
|
Q4 2023
Reduced 4.51%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,673
shares
|
$630,938
0.04% of portfolio
|
Q4 2023
Added 6.36%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
1,669
shares
|
$629,429
0.14% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
1,665
shares
|
$627,921
0.61% of portfolio
|
Q2 2022
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
1,665
shares
|
$627,921
0.03% of portfolio
|
Q3 2025
Added 23.98%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
1,664
shares
|
$627,544
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Anb Bank
Denver, CO |
Oct 22, 2025 Q3 2025 |
1,657
shares
|
$624,904
0.23% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Oct 31, 2025 Q3 2025 |
1,648
shares
|
$621,510
0.33% of portfolio
|
Q3 2024
Reduced 13.4%
|
|
|
Globeflex Capital L P
San Diego, CA |
Nov 12, 2025 Q3 2025 |
1,635
shares
|
$616,607
0.1% of portfolio
|
Q3 2025
Reduced 87.57%
|
|
|
Groupe La Francaise
Paris, I0 |
Nov 13, 2025 Q3 2025 |
1,634
shares
|
$616,230
0.01% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
1,631
shares
|
$615,099
0.07% of portfolio
|
Q3 2025
Reduced 44.32%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
1,619
shares
|
$610,573
0.18% of portfolio
|
Q4 2023
Added 32.06%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
1,611
shares
|
$607,556
0.23% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
1,610
shares
|
$607,179
0.45% of portfolio
|
Q2 2025
Reduced 62.51%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,603
shares
|
$604,539
0.02% of portfolio
|
Q3 2025
Added 12.33%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Oct 14, 2025 Q3 2025 |
1,600
shares
|
$603,408
0.16% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
1,600
shares
|
$603,408
0.09% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
1,594
shares
|
$601,145
0.06% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 10, 2025 Q3 2025 |
1,594
shares
|
$601,145
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Groupama Asset Managment
Paris, I0 |
Dec 01, 2025 Q3 2025 |
1,594
shares
|
$601,145
0.01% of portfolio
|
Q3 2025
Reduced 48.1%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
1,593
shares
|
$600,768
0.05% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,583
shares
|
$596,996
0.0% of portfolio
|
Q3 2025
Reduced 35.57%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
1,582
shares
|
$596,619
0.02% of portfolio
|
Q3 2025
Added 56.32%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,581
shares
|
$596,242
0.0% of portfolio
|
Q3 2025
Added 27.09%
|
|